AAON CFO granted 1,539-share stock award

Accepted by SEC EDGAR 04/10/2026 - 01:40 PM EDT

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Form Type

Rhea-AI Filing Summary

AAON, INC. Chief Financial Officer Rebecca Thompson reported a stock award of 1,539 shares of common stock on March 11, 2026, recorded at $0.00 per share as a grant under the 2024 Long Term Incentive Plan. The award vests in equal parts on each of the first three anniversaries of the grant date.

Following this grant, she holds 27,681 common shares directly, plus 4,225 shares indirectly through a 401(k) plan. She also has multiple outstanding stock option awards on AAON common stock with exercise prices ranging from $27.58 to $91.51 and expiration dates between 2029 and 2036, providing additional potential equity exposure.

Insider Trade Summary

Grant/Award: 1,539 shares

Grant/Award 1 txn

Insider Thompson Rebecca

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock, par value $.004	1,539	$0.00	$0.00
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Stock Option (Right to Buy)	--	--	--
Holding	Common Stock, par value $.004	--	--	--

Holdings After Transaction: Common Stock, par value $.004 — 27,681 shares (Direct); Stock Option (Right to Buy) — 187,165 contracts (Direct); Common Stock, par value $.004 — 4,225 shares (Indirect, 401(k) Plan)

Footnotes (1)

F1. This stock award is granted under the Issuer's 2024 Long Term Incentive Plan and is exercisable or vests ratably on each of the first three anniversaries of the date of the grant.

Key Figures

Stock award shares: 1,539 shares Direct common shares after grant: 27,681 shares Indirect 401(k) shares: 4,225 shares +4 more

7 metrics

Stock award shares 1,539 shares Common stock grant on March 11, 2026

Direct common shares after grant 27,681 shares Direct AAON holdings following transaction

Indirect 401(k) shares 4,225 shares AAON common stock held via 401(k) plan

Option exercise price <money>$27.58</money> per share Stock option expiring March 11, 2029 on 91,500 underlying shares

Option exercise price <money>$29.48</money> per share Stock option expiring March 11, 2030 on 41,565 underlying shares

Option exercise price <money>$82.39</money> per share Stock option expiring March 11, 2035 on 5,040 underlying shares

Option exercise price <money>$91.51</money> per share Stock option expiring March 11, 2036 on 15,762 underlying shares

Key Terms

Long Term Incentive Plan, Stock Option (Right to Buy, 401(k) Plan, Grant, award, or other acquisition

4 terms

Long Term Incentive Plan financial

"This stock award is granted under the Issuer's 2024 Long Term Incentive Plan"

A long term incentive plan is a company program that awards executives and key employees bonuses—often in stock, options, or cash—only if the business meets multi-year performance goals. It links management pay to company results—like tying a coach’s bonus to a team’s multi-season record—so investors monitor it for how leaders are motivated, potential share dilution, and signals about the company’s long-term priorities.

Stock Option (Right to Buy financial

"security_title: Stock Option (Right to Buy), underlying AAON common stock"

401(k) Plan financial

"Common Stock held indirectly through a 401(k) Plan as indicated in ownership"

A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

Grant, award, or other acquisition financial

"transaction code A is described as Grant, award, or other acquisition"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did AAON (AAON) CFO Rebecca Thompson report in this Form 4?

AAON CFO Rebecca Thompson reported receiving a stock award of 1,539 common shares on March 11, 2026. The award was granted at no cash cost to her and is part of AAON’s 2024 Long Term Incentive Plan, increasing her direct share holdings.

How many AAON (AAON) shares does the CFO hold after this grant?

After the grant, Rebecca Thompson holds 27,681 AAON common shares directly and 4,225 shares indirectly through a 401(k) plan. These figures reflect her reported ownership immediately following the March 11, 2026 grant transaction disclosed in the filing.

How does the AAON (AAON) CFO’s new stock award vest over time?

The 1,539-share stock award vests ratably over three years, with one-third vesting on each of the first three anniversaries of the March 11, 2026 grant date. This structure is designed to align the CFO’s incentives with longer-term company performance.

What stock options on AAON (AAON) shares does the CFO currently hold?

Rebecca Thompson holds several AAON stock option awards with exercise prices from $27.58 to $91.51 per share. These options cover multiple blocks of underlying common shares and have expiration dates ranging from 2029 through 2036, indicating long-dated incentive grants.

Is this AAON (AAON) Form 4 a market purchase or a compensation grant?

The Form 4 reflects a compensation-related grant, not a market purchase. The transaction code is A, described as a grant, award, or other acquisition, and the reported price per share is $0.00, consistent with equity granted under a company incentive plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Thompson Rebecca

(Last)

(First)

(Middle)

2425 S YUKON AVE

(Street)

TULSA

OKLAHOMA

74107

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
AAON, INC. [ AAON ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/11/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock, par value $.004	03/11/2026		A		1,539⁽¹⁾	A	$0	27,681	D
Common Stock, par value $.004								4,225	I	401(k) Plan

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Stock Option (Right to Buy)	$27.58							03/11/2020	03/11/2029	Common Stock	91,500		91,500	D
Stock Option (Right to Buy)	$29.48							03/11/2021	03/11/2030	Common Stock	41,565		41,565	D
Stock Option (Right to Buy)	$48.91							03/11/2022	03/11/2031	Common Stock	13,482		13,482	D
Stock Option (Right to Buy)	$36.13							03/15/2023	03/15/2032	Common Stock	8,820		8,820	D
Stock Option (Right to Buy)	$62.04							03/06/2024	03/06/2033	Common Stock	6,394		6,394	D
Stock Option (Right to Buy)	$79.73							03/11/2025	03/11/2034	Common Stock	4,602		4,602	D
Stock Option (Right to Buy)	$82.39							03/11/2026	03/11/2035	Common Stock	5,040		5,040	D
Stock Option (Right to Buy)	$91.51							03/11/2027	03/11/2036	Common Stock	15,762⁽¹⁾		15,762	D

Explanation of Responses:

1. This stock award is granted under the Issuer's 2024 Long Term Incentive Plan and is exercisable or vests ratably on each of the first three anniversaries of the date of the grant.

Remarks:

Form was filed late due to administrative delay.

	Rebecca Thompson	04/10/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR